Mosaic Company (The) MOS

Competitive advantage analysis · basic-materials

Corporate Default
Overall moat score
46/100
Developing

About Mosaic Company (The)

The Mosaic Company, through its subsidiaries, produces and markets concentrated phosphate and potash crop nutrients. It operates in three segments: Phosphates, Potash, and Mosaic Fertilizantes. The company owns and operates mines and production facilities, which produce concentrated phosphate crop nutrients, such as diammonium phosphate, monoammonium phosphate, and MicroEssentials ammoniated phosphate products; and phosphate based animal feed ingredients under the Biofos … Full MOS analysis →

Competitive advantage assessment

Key risks

  • Scale Without Profitability Despite scale, profitability lags peers (score 0.35), suggesting limited competitive advantage.
  • ROIC Below WACC or Peers ROIC at 37.5th percentile suggests inefficient capital deployment.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
45

Where MOS ranks in Agricultural Inputs

Mosaic Company (The) ranks #8 of 16 scored companies in Agricultural Inputs by moat score — the top 50%. The widest moat in the group is Corteva, Inc. (CTVA) at 81/100.

Moat scores for companies ranked near MOS in Agricultural Inputs
# Company Moat score Rating
4 Nutrien Ltd. NTR 66/100 Moderate
5 Scotts Miracle-Gro Company (The SMG 58/100 Moderate
6 ICL Group Ltd. ICL 51/100 Moderate
7 FMC Corporation FMC 49/100 Developing
8 Mosaic Company (The) MOS 46/100 Developing
9 Bioceres Crop Solutions Corp. BIOX 45/100 Developing
10 Intrepid Potash, Inc IPI 44/100 Developing
11 American Vanguard Corporation AVD 37/100 Developing
12 Enlightify Inc. ENFY 33/100 Developing

See every General Corporate company ranked by moat score →

How MOS scores on the Corporate Default defenses

Pricing Power

Score 45 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 73 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 41 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 51 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 45 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 29 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding MOS's moat

What is Mosaic Company (The)'s moat score?

Mosaic Company (The) (MOS) scores 46 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #8 of 16 scored companies in Agricultural Inputs, the top 50%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 17 companies in Agricultural Inputs. Its strongest defense is Cost Advantage (73/100) and its weakest is Scale & Market Position (29/100).

How does Mosaic Company (The) compare with other Agricultural Inputs companies?

Mosaic Company (The) ranks #8 of 16 scored companies in Agricultural Inputs by moat score. The widest moat in Agricultural Inputs is Corteva, Inc. (CTVA) at 81/100. The companies ranked closest are FMC Corporation (FMC) at 49 just above it and Bioceres Crop Solutions Corp. (BIOX) at 45 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 17 companies in Agricultural Inputs. The defenses are then weighted to produce the overall score out of 100.

Why is Mosaic Company (The) scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Mosaic Company (The)?

The Corporate Default template measures 6 defenses, and MOS scores: Pricing Power (45), Cost Advantage (73), Customer Stickiness (41), Capital Efficiency (51), Resilience (45), Scale & Market Position (29). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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